Latest Institutional Purchases of Vanguard Mun Bd Fds Tax Exempt (VTEB)
This list provides information on the latest institutional transactions involving Vanguard Mun Bd Fds Tax Exempt (VTEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
23+ 0.53% |
$1.13K - $1.17K
|
4.38K
$214K
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
22+ 0.51% |
$1.08K - $1.11K
|
4.31K
$211K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
21+ 0.18% |
$1.03K - $1.06K
|
11.7K
$574K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
16New |
$788 - $811
|
16
$783
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
16+ 0.2% |
$788 - $811
|
8.2K
$401K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
15+ 1.56% |
$739 - $760
|
975
$47.7K
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
15+ 0.33% |
$739 - $760
|
4.6K
$225K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$542 - $557
|
11
$538
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.16% |
$443 - $456
|
787
$38.5K
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
9+ 0.02% |
$443 - $456
|
37.8K
$1.85M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 1.45% |
$345 - $355
|
489
$23.9K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.01% |
$197 - $203
|
29.3K
$1.43M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4+ 0.06% |
$197 - $203
|
7.07K
$346K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.04% |
$148 - $152
|
6.69K
$327K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.6% |
$148 - $152
|
500
$24.5K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.5% |
$98.5 - $101
|
403
$19.7K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1New |
$49.3 - $50.7
|
1
$48.9
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 1.59% |
$49.3 - $50.7
|
64
$3.13K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44M+ 85.54% |
$71.9M - $73.8M
|
3.13M
$153M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
96.7KNew |
$4.82M - $4.95M
|
96.7K
$4.73M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
69.7K+ 5.11% |
$3.47M - $3.56M
|
1.43M
$70.1M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
67.3K+ 351.96% |
$3.35M - $3.44M
|
86.4K
$4.23M
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
63.4KNew |
$3.16M - $3.24M
|
63.4K
$3.1M
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
59.2KNew |
$2.95M - $3.03M
|
59.2K
$2.89M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
53.5KNew |
$2.67M - $2.74M
|
53.5K
$2.62M
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
50.2K+ 199.96% |
$2.5M - $2.57M
|
75.3K
$3.68M
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
44.2KNew |
$2.2M - $2.26M
|
44.2K
$2.16M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34.7KNew |
$1.73M - $1.78M
|
34.7K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
32.4K+ 12.54% |
$1.62M - $1.66M
|
291K
$14.2M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
32.1KNew |
$1.6M - $1.64M
|
32.1K
$1.57M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.7KNew |
$1.58M - $1.62M
|
31.7K
$1.55M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29K+ 295.73% |
$1.45M - $1.49M
|
38.9K
$1.9M
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
24.5KNew |
$1.22M - $1.26M
|
24.5K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16.6KNew |
$828K - $850K
|
16.6K
$813K
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
16.2KNew |
$806K - $828K
|
16.2K
$792K
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
16.2KNew |
$806K - $828K
|
16.2K
$792K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
15.5KNew |
$773K - $794K
|
15.5K
$760K
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
15K+ 348.03% |
$747K - $767K
|
19.3K
$944K
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
14.8KNew |
$736K - $756K
|
14.8K
$723K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.8K+ 16.23% |
$736K - $756K
|
106K
$5.18M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
14.5KNew |
$722K - $742K
|
14.5K
$710K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
14.1KNew |
$700K - $719K
|
14.1K
$687K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
13.7K+ 264.01% |
$682K - $700K
|
18.9K
$923K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.9K+ 214.67% |
$641K - $659K
|
18.9K
$923K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.6KNew |
$580K - $596K
|
11.6K
$570K
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$558K - $573K
|
11.2K
$548K
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$538K - $552K
|
10.8K
$528K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.5KNew |
$521K - $535K
|
10.5K
$512K
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10.3KNew |
$512K - $526K
|
10.3K
$503K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.1KNew |
$502K - $515K
|
10.1K
$493K
|